Connect MyDocSafe and Zoho Projects to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
Create Task
Create Task List
Update Project
Create Milestone
Create Bug
Find Project Owner
Find Project
Create Project
Ready to use MyDocSafe and Zoho Projects automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
New Task
Triggers when a new task is created in a project.
New Bug
Triggers when a new bug is reported in a project.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Create Task
Creates a new task in a project.
Create Task List
Creates a new task list.
Update Project
Updates existing project.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Zoho Projects accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Zoho Projects (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Zoho Projects. This includes choosing which data fields go into which fields of Zoho Projects, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Zoho Projects typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MyDocSafe and Zoho Projects. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn MoreAbout Zoho Projects
Integrate with Zoho Projects to manage your project tasks, milestones, and teams efficiently. Automate workflows, synchronize tasks, and enhance project collaboration.
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